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93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
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Description | PlanSource is a technology company driven to create a better benefits experience for employers and their employees. And given the complexities of the health care system, it is important to approach benefits with a laser-like focus. That is where they can provide the greatest value in an increasingly complex market. Insurance products are complex and can be confusing, and the enrollment process has historically been a complicated affair. They guide employees through the process so that they can shop for benefits the same way they shop for other products online. Read more | Optavise stands as a paragon of employee satisfaction and loyalty. In today’s competitive job market, employers must attract and retain top talent while addressing diverse workforce needs. Optavise excels by offering a comprehensive suite of voluntary benefits, advanced benefits administration technology, and year-round advocacy services. This holistic strategy not only enhances benefits outcomes but also effectively controls costs. Navigating healthcare can be daunting for employees, yet Optavise simplifies this process through personalized education and support. Their expert guidance ensures employees choose the right benefits plans, make informed healthcare decisions, and receive rewards for prudent financial choices. Optavise’s benefits education and enrollment tools are crafted to maximize employer success. Employers gain from Optavise's extensive offerings, including advocacy, education, and compliance communications. The robust benefits administration software streamlines processes, facilitating easier management of benefits programs. Moreover, Optavise provides a customizable array of voluntary benefits tailored to meet employee needs. In essence, Optavise is the invaluable partner every employer requires, expertly guiding them through the complexities of healthcare and benefits management. This partnership ultimately boosts employee satisfaction and enhances organizational efficiency. Read more |
Pricing Options |
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SW Score & Breakdown |
93% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
Total Features |
13 Features
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6 Features
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Common Features for All |
ACA Reporting
Benefits Administration Outsourcing
Benefits Dashboard
Benefits Record Management
COBRA Administration
Deductions Management
HIPAA Compliant
HSA/FSA Administration
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Provider Management
Self Service Portal
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ACA Reporting
Benefits Administration Outsourcing
Benefits Dashboard
Benefits Record Management
COBRA Administration
Deductions Management
HIPAA Compliant
HSA/FSA Administration
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Provider Management
Self Service Portal
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Organization Types Supported |
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Platforms Supported |
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Modes of Support |
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API Support |
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User Rating |
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Rating Distribution |
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User Sentiments |
User-Friendly Interface, Efficient Customer Support, Comprehensive Reporting Capabilities , Extensive Integrations Occasional Software Bugs, Confusing Features, Slow Customer Service Response Times, Limited Customization Options |
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Review Summary |
PlanSource is a widely-used benefits administration platform that receives positive feedback for its user-friendly interface and comprehensive features. Users appreciate the ease of enrollment, the ability to manage benefits and access information online, and the integration with other HR systems. However, some users have noted challenges with reporting and customization, as well as occasional customer service delays. Overall, the platform is seen as valuable for streamlining HR processes, but improvements in specific areas, particularly around support, could enhance user experience. |
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Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
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Pricing Plans
Monthly Plans
Annual Plans
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PlanSource Custom |
Optavise Custom |
View Detailed Pricing
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View Detailed Pricing
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Videos |
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Company Details | Located in: Orlando, Florida Founded in: 2008 |
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Contact Details |
877-549-8549 |
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Social Media Handles |
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